Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Lima Memorial Health System 401K Asset Allocation Composite Moderate | 5.30% | 16.86% | 11.76% | 6.17% | 8.02% | 7.40% | 8.20% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lima Memorial Health System 401K Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 16.86 | 11.76 | 6.17 | 8.02 | 7.40 | 8.20 | … | … | 5.30 | 13.70 | 6.69 | 13.20 | -13.83 | 12.51 | 12.63 | 18.97 | -4.55 | 11.16 | 10.90 | -3.24 | 8.86 | 14.57 | 14.88 | -0.69 | 11.72 | 30.31 | -2.66 | 0.69 | 16.57 | 7.08 | 14.82 | 24.25 | 13.39 | 9.49 |
| Sharpe Ratio | NA | 2.03 | 0.98 | 0.34 | 0.79 | NA | NA | … | … | 0.42 | 1.28 | 0.37 | 1.09 | -1.63 | 1.40 | 1.58 | 3.06 | -0.74 | 2.49 | 1.68 | -0.48 | 1.51 | 2.02 | 1.81 | -0.05 | 1.16 | 2.86 | -0.50 | -0.24 | 1.78 | 0.72 | 1.94 | 3.85 | 2.83 | 1.84 |
| Standard Deviation(%) | NA | 7.65 | 8.51 | 8.69 | 7.92 | NA | NA | … | … | 9.58 | 8.47 | 8.18 | 8.78 | 9.37 | 8.90 | 7.86 | 5.72 | 8.01 | 4.21 | 6.37 | 6.76 | 5.84 | 7.18 | 8.21 | 15.51 | 10.02 | 10.55 | 7.21 | 10.28 | 7.38 | 6.67 | 7.13 | 6.12 | 4.33 | 3.84 |
| Draw Down(%) | NA | 6.72 | 10.78 | 14.52 | 14.52 | NA | NA | … | … | 6.72 | 9.55 | 5.71 | 8.89 | 14.52 | 3.89 | 9.32 | 2.54 | 10.15 | 1.94 | 3.98 | 7.76 | 4.33 | 6.52 | 6.53 | 15.78 | 8.26 | 4.53 | 9.41 | 7.46 | 6.46 | 4.09 | 7.65 | 2.11 | 2.37 | 2.38 |
| Yield(%) | NA | 3.11 | 4.05 | 4.37 | 4.15 | NA | NA | … | … | NA | NA | 0.55 | 3.16 | 3.15 | 6.01 | 5.57 | 4.34 | 4.09 | 4.23 | 5.17 | 3.11 | 3.45 | 4.11 | 4.69 | 2.83 | 4.24 | 5.10 | 5.39 | 7.59 | 6.80 | 4.66 | 4.38 | 3.71 | 8.52 | 6.85 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lima Memorial Health System 401K Asset Allocation Composite Moderate |
0.85%
Apr 2021 – Apr 2024 |
4.39%
Dec 2013 – Dec 2018 |
5.08%
Oct 2013 – Oct 2023 |
6.71%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lima Memorial Health System 401K Asset Allocation Composite Moderate |
17.39%
Dec 2001 – Dec 2004 |
15.59%
May 2002 – May 2007 |
12.65%
Apr 2001 – Apr 2011 |
10.53%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart